ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 124 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $358,994 | -16.7% | 5,864 | -13.9% | 0.08% | -15.4% |
| Q1 2024 | $431,141 | +1.0% | 6,810 | -5.0% | 0.09% | -6.2% |
| Q4 2023 | $426,687 | -9.5% | 7,170 | -15.4% | 0.10% | -22.4% |
| Q3 2023 | $471,377 | -3.2% | 8,478 | +0.0% | 0.12% | -3.1% |
| Q2 2023 | $486,777 | -12.6% | 8,476 | -13.9% | 0.13% | -17.3% |
| Q1 2023 | $557,158 | +12.3% | 9,849 | +6.6% | 0.16% | +5.4% |
| Q4 2022 | $495,964 | +19.5% | 9,241 | +6.7% | 0.15% | +10.4% |
| Q3 2022 | $415,000 | -8.2% | 8,663 | -0.3% | 0.13% | -5.0% |
| Q2 2022 | $452,000 | -99.9% | 8,689 | 0.0% | 0.14% | -6.0% |
| Q1 2022 | $529,000,000 | -13.4% | 8,689 | -9.2% | 0.15% | -62.3% |
| Q4 2021 | $611,000,000 | +85354.5% | 9,571 | -10.3% | 0.40% | +13.1% |
| Q3 2021 | $715,000 | +10.5% | 10,671 | +9.6% | 0.35% | +48.5% |
| Q2 2021 | $647,000 | +96.7% | 9,737 | +97.2% | 0.24% | +85.2% |
| Q1 2021 | $329,000 | +13.8% | 4,938 | +9.9% | 0.13% | +2.4% |
| Q4 2020 | $289,000 | – | 4,492 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Blue Trust, Inc. | 7,159,553 | $453,271,283 | 6.22% |
| Municipal Employees' Retirement System of Michigan | 6,404,807 | $392,102 | 5.44% |
| Elm Partners Management LLC | 598,370 | $36,632,208 | 2.81% |
| Mandatum Life Insurance Co Ltd | 99,757 | $6,107,124 | 2.04% |
| Integris Wealth Management, LLC | 81,529 | $4,991,214 | 1.44% |
| Blue Edge Capital, LLC | 116,876 | $7,155,149 | 1.18% |
| Millington Financial Advisors, LLC | 27,136 | $1,661,280 | 1.15% |
| FDx Advisors, Inc. | 61,859 | $3,787 | 1.05% |
| RICHARDSON FINANCIAL SERVICES INC. | 23,275 | $1,424,883 | 1.03% |
| Smithfield Trust Co | 307,941 | $18,850 | 0.99% |